Emerging Cleantech Markets: Australia a link to Asia

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Jeffrey Castellas, Chief Executive Officer - Clean Technology Australasia Pty Ltd - Australia

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  • History, geography, asian region Australia currently in discussions with China on developing a free trade agreement Asia Pact on climate and development Australia hold the first meeting – real or not?
  • History, geography, asian region Australia currently in discussions with China on developing a free trade agreement Asia Pact on climate and development Australia hold the first meeting – real or not?
  • Compulsory 9% contribution since 1980’s has Importantly Australia has cash to raise capital and depoly but like Calpers you still need to have the appropriate deals
  • Increasing trend to more PE and Env Ifrastructure Currently Superfunds have allocated 5% Alternatives: renewable and environmental infrastructure Looking at the investment return objectives the cleantech and Sus aspects are bonus
  • Eg Novera Energy backed by Macquarie 50:50 JV formed Macquarie Renewable Energy Company listed on ASX acquired United Utilities Green Energy in Europe and listed on UK Alternative Investment Market They will be looking to issue new mandates that they will issue to overseas fund managers/VC’s with international portfolios Eg B&B and Env Infrastructure (EIL) restructured vehicle formed B&B Environmental Investments listed on ASX specializing biodisel, waste to energy, recycling Eg Macquaire’s new cleantech fund set up in US to invest in US Private equity and raising $150m capital from Aust pension funds Eg James Fielding: Australian Sustainable Investment Fund – coinvestment $50m Westscheme, $50m Statewide Super Overseas investment examples:
  • Buy an infrastructure asset secuitize it and float the asset Financial eng plus technology Eg Env Infrastructure (EIL) backed by B&B and formed restructured vehicle B&B Environmental Investments listed on ASX specializing biodisel, waste to energy – looking globally to aquire assets Eg Macquaire’s new cleantech fund set up in US to invest in US Private equity and raising $150m capital from Aust pension funds Eg James Fielding: Australian Sustainable Investment Fund – coinvestment $50m Westscheme, $50m Statewide Super
  • Discuss list of Key institutional players: Garry Weaven Bob Welsh IGFCC
  • Ceramic Fuel Cells: Jolimont Ventures VC markets in Europe Grid Ex Power: looking to raise $2m
  • Ceramic Fuel Cells: Jolimont Ventures VC markets in Europe Grid Ex Power: looking to raise $2m
  • Ceramic Fuel Cells: Jolimont Ventures VC markets in Europe Grid Ex Power: looking to raise $2m
  • Ceramic Fuel Cells: Jolimont Ventures VC markets in Europe Grid Ex Power: looking to raise $2m
  • Emerging Cleantech Markets: Australia a link to Asia

    1. 1. <ul><li>Emerging Cleantech Markets </li></ul><ul><li>Australia a Link to Asia </li></ul><ul><li>Jeffrey Castellas, CEO </li></ul><ul><li>Clean Technology Australasia Pty Ltd </li></ul><ul><li>P.O. Box 1790 Melbourne, Australia </li></ul><ul><li>[email_address] </li></ul>
    2. 2. <ul><li>Australia </li></ul><ul><li>Australia is part of Asia - proximity to large regional markets, China, India, SE Asia </li></ul><ul><li>Australia has a leading position as an investment hub in the Asia pacific region </li></ul><ul><li>Significant R&D base – university, industry and government funded </li></ul><ul><li>History of technology innovation-continuous pipeline of projects </li></ul><ul><li>Vibrant entrepreneurial culture </li></ul><ul><li>strong management expertise in business </li></ul><ul><li>Significant size of capital markets </li></ul><ul><li>Sophisticated financial services industry - </li></ul><ul><li>Excellently positioned to be a centre player in this emerging Clenatech industry </li></ul>
    3. 3. <ul><li>Cleantech and Sustainability </li></ul><ul><li>What is Cleantech Investing? </li></ul><ul><li>Clean technological solutions for sustainability </li></ul><ul><li>Asia Pacific Partnership on Climate and Development </li></ul><ul><li>New Cleantech products for markets at the bottom of the pyramid </li></ul>
    4. 4. <ul><li>Australian institutional funds are </li></ul><ul><li>enormous and growing </li></ul><ul><li>Investment market is dominated by pension funds industry </li></ul><ul><li>One of the largest in the world with $700 billion under management </li></ul><ul><li>Funds expected to double in 10 years </li></ul>
    5. 5. <ul><li>Australian institutional funds are </li></ul><ul><li>increasing the allocation to </li></ul><ul><li>private equity and infrastructure </li></ul><ul><li>Alternatives about 5% </li></ul><ul><li>Fundamentals are sound to meet investment return objectives </li></ul>
    6. 6. <ul><li>Australian funds are looking overseas to invest </li></ul><ul><li>Australia is a limited market for the large amount of capital </li></ul><ul><li>Australian companies looking to acquire international companies and environmental infrastructure assets </li></ul><ul><li>Potential new mandates for international VC’s </li></ul>
    7. 7. <ul><li>New Cleantech investment fund options </li></ul><ul><li>Australia has expertise in financial engineering of new funds </li></ul><ul><li>Method of securitizing funds to create new vehicles raise capital from public markets </li></ul><ul><li>Examples: </li></ul><ul><ul><li>Macquarie Bank </li></ul></ul><ul><ul><li>Babcock & Brown </li></ul></ul>
    8. 8. <ul><li>Australia can be a place to raise capital </li></ul><ul><li>International companies and funds can raise capital in Australia </li></ul><ul><li>It is possible to get direct access to the key decision makers </li></ul><ul><li>Superfunds and other institutional investors can facilitate some of the needed financing in clean technology </li></ul><ul><li>Is the timing right? Is there enough deal flow? Is there enough awareness amongst asset consultants and other super funds of the opportunities? </li></ul>
    9. 9. <ul><li>Australian Clean Technology Companies </li></ul><ul><li>Australian boast a long history of innovation in: </li></ul><ul><ul><li>water quality control </li></ul></ul><ul><ul><li>waste water treatment </li></ul></ul><ul><ul><li>Alternative fuels </li></ul></ul><ul><ul><li>Desalination </li></ul></ul><ul><ul><li>Clean coal </li></ul></ul><ul><li>Commercialized products now being sold into international markets </li></ul><ul><li>Sustainability screening and rating of Cleantech companies </li></ul><ul><li>Cleantech companies for a SRI portfolio of investments </li></ul>
    10. 10. Australian Cleantech Deals: public and private
    11. 11. <ul><li>Summary </li></ul><ul><li>Australia has a lot of Capital to invest </li></ul><ul><li>Access to regional markets </li></ul><ul><li>Sophisticated financial expertise </li></ul><ul><li>Clean technologies and funds </li></ul><ul><li>Cleantech Finance and Investment Forum </li></ul>
    12. 12. <ul><li>Building AustralAsia's Cleantech Future </li></ul><ul><li>2 nd AustralAsian Cleantech </li></ul><ul><li>Finance & Investment Forum </li></ul><ul><li>22 August 2006, Sofitel Melbourne </li></ul><ul><li>and a gala dinner at The Windsor </li></ul>

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